Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

In the last 90 days, Wec Energy Group, Inc. insiders filed 0 open-market purchases and 1 sale; 1,408 institutions reported holding it in 13F filings for Q2 2026, worth $32.7B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q2 2025

Institutional positions in Wec Energy Group, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 1,258; +5 vs. Q1 2025
Shares held: 266.5M; +6.12M (+2.4%) vs. Q1 2025
Total value: $27.5B; −$856.1M (−3.0%) vs. Q1 2025
New holders: 112; 531 more added
Sold out: 107; 385 more reduced

17 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WEC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 1,258 institutions

Value heldQ2 2025: $27.5B

Institutions holding WEC and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,408	$32.7B
Q1 2026	1,381	$32.2B
Q4 2025	1,347	$28.6B
Q3 2025	1,295	$30.7B
Q2 2025	1,258	$27.5B
Q1 2025	1,270	$28.4B
Q4 2024	1,196	$24.5B
Q3 2024	1,132	$24.2B
Q2 2024	1,076	$19.3B
Q1 2024	1,039	$20.2B
Q4 2023	1,051	$20.5B
Q3 2023	991	$19.3B
Q2 2023	1,026	$21.1B
Q1 2023	1,018	$22.5B
Q4 2022	1,068	$22.4B
Q3 2022	1,012	$21.0B
Q2 2022	1,039	$23.6B
Q1 2022	1,016	$22.8B
Q4 2021	999	$22.5B
Q3 2021	927	$20.3B
Q2 2021	945	$20.4B
Q1 2021	929	$21.8B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q1 2025.

Institutions holding WEC in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Silicon Valley Capital Partners	55	$5.73K	0.00%	+55	New
Whipplewood Advisors, LLC	54	$5.63K	0.00%	+46+575.0%	Added
Barnes Dennig Private Wealth Management LLC	53	$5.52K	0.01%	00.0%	Unchanged
Essential Partners LLC	49	$5.11K	0.00%	+49	New
Keener Financial Planning LLC	50	$5.00K	0.00%	00.0%	Unchanged
Avion Wealth	57	$5.00K	0.00%	+28+96.6%	Added
True Wealth Design, LLC	47	$4.90K	0.00%	−9−16.1%	Reduced
Investors Research Corp	47	$4.90K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	51	$4.80K	0.00%	−1,339−96.3%	Reduced
Atlantic Edge Private Wealth Management, LLC	45	$4.69K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	44	$4.57K	0.00%	+1+2.3%	Added
South State Corp.	40	$4.17K	0.00%	−98−71.0%	Reduced
Glen Eagle Advisors, LLC	40	$4.17K	0.00%	00.0%	Unchanged
Wood Tarver Financial Group, LLC	45	$4.00K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	40	$4.00K	0.00%	00.0%	Unchanged
IMG Wealth Management, Inc.	36	$3.75K	0.00%	+36	New
Trifecta Capital Advisors, LLC	34	$3.54K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	34	$3.54K	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	34	$3.54K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	32	$3.33K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	31	$3.23K	0.00%	−2−6.1%	Reduced
WealthTrak Capital Management LLC	30	$3.13K	0.00%	+5+20.0%	Added
Iron Horse Wealth Management, LLC	29	$3.02K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	29	$3.02K	0.00%	+16+123.1%	Added
McIlrath & Eck, LLC	27	$2.81K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	26	$2.71K	0.00%	00.0%	Unchanged
Kilter Group LLC	24	$2.50K	0.00%	+24	New
CBIZ Investment Advisory Services, LLC	21	$2.19K	0.00%	+21	New
Archer Investment Corp	21	$2.16K	0.00%	00.0%	Unchanged
DAGCO, Inc.	20	$2.08K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	20	$2.08K	0.00%	+9+81.8%	Added
Penserra Capital Management LLC	27	$2.00K	0.00%	−8,452−99.7%	Reduced
Centerpoint Advisors, LLC	18	$2.00K	0.00%	+18	New
Wealth Preservation Advisors, LLC	19	$1.98K	0.00%	−5−20.8%	Reduced
Pineridge Advisors LLC	18	$1.92K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	17	$1.77K	0.00%	+17	New
Clark Wealth Partners	17	$1.77K	0.00%	00.0%	Unchanged
Halbert Hargrove Global Advisors, LLC	16	$1.67K	0.00%	−21−56.8%	Reduced
Logan Capital Management Inc	15	$1.60K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	15	$1.56K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	15	$1.56K	0.00%	+7+87.5%	Added
Dogwood Wealth Management LLC	15	$1.55K	0.00%	+3+25.0%	Added
Kayne Anderson Rudnick Investment Management LLC	13	$1.35K	0.00%	+9+225.0%	Added
S&T Bank	12	$1.25K	0.00%	+12	New
YANKCOM Partnership	12	$1.25K	0.00%	+12	New
SJS Investment Consulting Inc.	11	$1.15K	0.00%	−8−42.1%	Reduced
Principia Wealth Advisory, LLC	10	$1.04K	0.00%	+3+42.9%	Added
Parkworth Wealth Management, Inc.	9	$938	0.00%	+5+125.0%	Added
Bare Financial Services, Inc	9	$938	0.00%	+9	New
Cheviot Value Management, LLC	8	$883	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	7	$729	0.00%	+4+133.3%	Added
American Capital Advisory, LLC	6	$626	0.00%	+3+100.0%	Added
NVWM, LLC	5	$521	0.00%	−5−50.0%	Reduced
Quest 10 Wealth Builders, Inc.	5	$521	0.00%	−3−37.5%	Reduced
IMA Wealth, Inc.	3	$313	0.00%	+3	New
Tortoise Investment Management, LLC	3	$313	0.00%	+3	New
Quaker Wealth Management, LLC	3	$313	0.00%	+3	New
Signature Resources Capital Management, LLC	2	$208	0.00%	+2	New
Adams Diversified Equity Fund, Inc.	0	$0	0.00%	−161,600−100.0%	Sold out
NFJ Investment Group, LLC	0	$0	0.00%	−132,617−100.0%	Sold out
Jane Street Group, LLC	0	$0	0.00%	−117,457−100.0%	Sold out
Adage Capital Partners GP, L.L.C.	0	$0	0.00%	−114,908−100.0%	Sold out
Corebridge Financial, Inc.	0	$0	0.00%	−86,057−100.0%	Sold out
HRT Financial LP	0	$0	0.00%	−68,047−100.0%	Sold out
CIBC World Markets Inc.	0	$0	0.00%	−39,228−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−30,286−100.0%	Sold out
SPX Equities Gestao de Recursos Ltda	0	$0	0.00%	−30,000−100.0%	Sold out
Element Capital Management LLC	0	$0	0.00%	−25,778−100.0%	Sold out
Cubist Systematic Strategies, LLC	0	$0	0.00%	−19,792−100.0%	Sold out
Allstate Corp	0	$0	0.00%	−19,722−100.0%	Sold out
Jefferies Financial Group Inc.	0	$0	0.00%	−19,391−100.0%	Sold out
Nomura Holdings Inc	0	$0	0.00%	−17,384−100.0%	Sold out
Schonfeld Strategic Advisors LLC	0	$0	0.00%	−17,099−100.0%	Sold out
Two Sigma Investments, LP	0	$0	0.00%	−15,400−100.0%	Sold out
Price Capital Management, Inc.	0	$0	0.00%	−13,840−100.0%	Sold out
Opus Investment Management Inc	0	$0	0.00%	−10,000−100.0%	Sold out
Skandinaviska Enskilda Banken AB (publ)	0	$0	0.00%	−9,629−100.0%	Sold out
Trexquant Investment LP	0	$0	0.00%	−9,318−100.0%	Sold out
PGGM Investments	0	$0	0.00%	−8,421−100.0%	Sold out
Occudo Quantitative Strategies LP	0	$0	0.00%	−8,000−100.0%	Sold out
United Services Automobile Association	0	$0	0.00%	−7,528−100.0%	Sold out
Dynamic Technology Lab Private Ltd	0	$0	0.00%	−7,351−100.0%	Sold out
Claro Advisors LLC	0	$0	0.00%	−7,035−100.0%	Sold out
Neo Ivy Capital Management	0	$0	0.00%	−6,580−100.0%	Sold out
Alaska Permanent Fund Corp	0	$0	0.00%	−5,825−100.0%	Sold out
Aurora Investment Counsel	0	$0	0.00%	−5,749−100.0%	Sold out
Point72 Asia (Singapore) Pte. Ltd.	0	$0	0.00%	−5,709−100.0%	Sold out
Peak Financial Advisors LLC	0	$0	0.00%	−5,339−100.0%	Sold out
Boothbay Fund Management, LLC	0	$0	0.00%	−5,332−100.0%	Sold out
Entropy Technologies, LP	0	$0	0.00%	−5,300−100.0%	Sold out
Gsa Capital Partners LLP	0	$0	0.00%	−5,251−100.0%	Sold out
Fullerton Fund Management Co Ltd.	0	$0	0.00%	−5,058−100.0%	Sold out
Zhang Financial LLC	0	$0	0.00%	−4,967−100.0%	Sold out
Lifeworks Advisors, LLC	0	$0	0.00%	−4,523−100.0%	Sold out
Abc Arbitrage SA	0	$0	0.00%	−3,816−100.0%	Sold out
Chilton Investment Co LLC	0	$0	0.00%	−3,702−100.0%	Sold out
Transcend Wealth Collective, LLC	0	$0	0.00%	−3,676−100.0%	Sold out
AssuredPartners Investment Advisors, LLC	0	$0	0.00%	−3,407−100.0%	Sold out
Renaissance Technologies LLC	0	$0	0.00%	−3,400−100.0%	Sold out
Covalis Capital LLP	0	$0	0.00%	−3,282−100.0%	Sold out